Financial services

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Robb Report’s purchase by Rockbridge to spur editorial growth

December 18, 2014

After months of negotiations, luxury lifestyle magazine Robb Report has been sold to a private equity firm for an undisclosed sum.

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Penta’s inaugural glossy issue allocates finance advice via ad space, content

October 8, 2014

Wealth management firms such as U.S. Trust and Northern Trust promoted their financial services in the first edition of Barron’s Penta since the newsprint section insert went glossy.

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Luxury consumers prefer boutique wealth-management firms: report

July 24, 2014

Ultra-affluent consumers appreciate the relationship-building culture fostered at boutique wealth management firms, according to a new report by the Luxury Institute.

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Barron’s targets “penta-millionaires” with glossy supplement, Penta

July 2, 2014

Weekly financial publication Barron’s is joining the growing list of imprints to publish a glossy supplement geared toward the sensibilities of ultra-affluent consumers with the launch of Penta magazine.

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Centralized measurement of customer satisfaction ensures standard experience

June 26, 2014

NEW YORK – The consumer’s voice needs to be more a part of the measurement of client satisfaction than numbers, said an executive from Automatic Data Processing June 25 at Forrester’s Forum for Customer Experience Professionals East: “Why Good Is Not Good Enough.”

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Neiman Marcus exec says data recreates the in-store relationship online

April 25, 2014

LOST PINES, TX – It has become easier to collect data on consumers since individuals leave a trail wherever they go, but figuring out how to analyze and use the information can be daunting, according to a panel April 24 at the iProspect Client Summit.

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Wells Fargo, HSBC remain world’s highest-ranking banks: report

February 4, 2014

United States banks made the largest brand valuation gains in the past year, according to a new report by Brand Finance.

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Four Seasons Santa Fe customizes experiences through Adventure Center

February 4, 2014

Four Seasons Resort Rancho Encantado Sante Fe, NM, teamed up with Adventure Partners to provide guests with opportunities for experiencing the culture and history of the region through its new Adventure Center.

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Population of ultra-wealthy Chinese to surpass Japanese by 2026: report

January 23, 2014

The number of Chinese ultra-high-net-worth individuals with $500 million will grow 6 percent in 2014, rising to 535 people, while the total population of China’s ultra-high-net-worth individuals is not set to grow, according to a new report by Wealth-X.

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Global billionaire net worth rises 5.3pc in 2013: report

November 7, 2013

The number of ultra-high-net-worth individuals is continuing to grow with 2,170 global billionaires holding a combined $6.5 trillion net worth in 2013, according to a new census report by Wealth-X and UBS.

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